About Abby

Abby Fitzgerald is a Senior Client Associate at J.P. Morgan Wealth Management.

As a member of The MP Group, she provides problem solving and implementation support for high-net-worth individuals, families, and institutions. Abby's responsibilities include addressing inquiries, onboarding procedures, and preparing financial documents. She serves as a dedicated resource for all client concerns.

Abby graduated from The George Washington University with a B.A. in Finance. With three years of experience in financial services, she began her career in 2021 at Goldman Sachs as a Financial Planner. She joined J.P. Morgan in 2023.

She holds FINRA Series 7, 66 and SIE securities licenses.

Abby is a CERTIFIED FINANCIAL PLANNER® professional. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of CFP Board, including having successfully completed financial planning coursework at an accredited college or university and passed the six hour comprehensive CFP® certification exam.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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